Senior Investment Analyst - Remote, AI-Driven Investing

Lumen; Lansing (MI); À distance; USD 85 000 - 113 000; Plein temps

Résumé du poste

Lumen is seeking a Senior Investment Analyst to support investment strategy, asset allocation, portfolio construction, and manager selection across Lumen’s retirement plans. The role offers broad exposure to public and private markets within a lean, collaborative team.

The ideal candidate has 3+ years in institutional investing, strong analytical skills, and proficiency with Excel and major research platforms; CFA progression is a plus. Remote work across the U.S. is supported.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, Mathematics or related field.
• 3+ years of experience in institutional investing, asset management, investment consulting, or related field.
• Strong knowledge of investments, finance, economics, and capital markets.
• Proficiency in Excel and investment research platforms such as Bloomberg, Morningstar, or eVestment.
• CFA designation or progress toward the CFA charter.

Responsabilités

• Conduct quantitative and qualitative research to generate market insights and inform investment decisions.
• Analyze investment strategies and asset classes to support asset allocation and portfolio construction.
• Develop and maintain capital market assumptions, portfolio analytics, and optimization models.
• Evaluate portfolio positioning, performance, risk exposures, and investment outcomes.
• Contribute to investment discussions through rigorous analysis, constructive challenge, and new ideas.
• Research trends and best practices in defined contribution investing, retirement solutions, and institutional asset management.
• Support due diligence and ongoing monitoring of external managers across public and private markets.
• Use data, technology, and AI to enhance investment research, analytics, and decision-making.

Connaissances

Analytical skills

Intellectual curiosity

Investment judgment

Communication skills

Excel

Formation

Bachelor's degree in Finance, Economics, Business, Mathematics

Outils

Bloomberg

Morningstar

eVestment

Description du poste

Lumen is seeking a Senior Investment Analyst to support investment strategy, asset allocation, portfolio construction, and manager selection across Lumen’s retirement plans. The role offers broad exposure to public and private markets within a lean, collaborative team.

The ideal candidate has 3+ years in institutional investing, strong analytical skills, and proficiency with Excel and major research platforms; CFA progression is a plus. Remote work across the U.S. is supported.